WIM

Westside Investment Management Portfolio holdings

AUM $625M
1-Year Est. Return 26.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$53.8M
2
+$19.1M
3
+$9.45M
4
NOC icon
Northrop Grumman
NOC
+$3.98M
5
BND icon
Vanguard Total Bond Market
BND
+$3.85M

Top Sells

No sells this quarter

Sector Composition

1 Technology 42.39%
2 Industrials 6.89%
3 Healthcare 6.46%
4 Consumer Discretionary 3.04%
5 Communication Services 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$39.8K 0.03%
+2,462
202
$39.5K 0.03%
+1,200
203
$39.2K 0.03%
+360
204
$38.7K 0.03%
+825
205
$38.2K 0.03%
+593
206
$37.5K 0.03%
+360
207
$36.7K 0.03%
+500
208
$36.6K 0.02%
+693
209
$36.3K 0.02%
+1,860
210
$36.2K 0.02%
+1,450
211
$35.8K 0.02%
+700
212
$35.5K 0.02%
+418
213
$34.9K 0.02%
+400
214
$34.9K 0.02%
+1,365
215
$34.4K 0.02%
+1,027
216
$34.1K 0.02%
+1,195
217
$33.5K 0.02%
+296
218
$33.4K 0.02%
+1,107
219
$33.2K 0.02%
+305
220
$32.8K 0.02%
+533
221
$32.6K 0.02%
+1,425
222
$32.4K 0.02%
+652
223
$32.3K 0.02%
+673
224
$31.5K 0.02%
+569
225
$31.2K 0.02%
+2,040
7 8
9
10 11